True North (@TNorth) / X

True North

1,539 posts

True North

@TNorth

True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.

Decentralized

Joined October 2024

Pinned
True North
@TNorth
Jul 4
250 years. 91,310 days. America’s track record: built on grit, determination, and the freedom to think for yourself. Proof of work, from the start. Happy Independence Day
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True North reposted
True North Clips
@Truenorthclips
Jul 5
Most people saw $MSTR sell $1 billion of $BTC and panicked. They missed the entire point. Sell the high-cost $BTC. Book the tax loss. Then buy back $1.25 billion a week later. You just harvested a massive tax asset and ended up with more $BTC. This isn't distress. It's
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True North
@TNorth
Jul 3
Strategy held 0 cash when the products launched. Capital markets are open. Dividends will get paid. Balance sheet is strong. Track record is being built. @PunterJeff
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True North
@TNorth
Jul 3
Is it necessary for $MSTR to have a cash reserve? "It's like wearing a helmet in a car with a seatbelt on." Anything to improve the credit quality. @MasonFoard
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True North
@TNorth
Jul 3
Dear Small Time Actors, Watch this Clip Sincerely, @GrainofSaltSF
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True North
@TNorth
Jul 2
Strategy $MSTR & $STRC can't get margin called. @GrainofSaltSF breaks down liquidations happening from investors & hedge funds using leverage.
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True North
@TNorth
Jul 2
The Income Show | Ep. 8 ft. @Croesus_BTC Our host @IIICapital sits down with Jesse Myers on the recent shakeout in digital credit, where $BTC sentiment and the 4 year cycle stand today, and why he sees Bitcoin accelerating toward becoming the world's dominant form of
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True North
@TNorth
Jul 2
YouTube: youtu.be/PslEsZNoorQ Spotify: open.spotify.com/episode/7r96CC… Fountain: fountain.fm/episode/oiTWV1…
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True North
@TNorth
Jul 1
The Stress Test | Ep 72
REPLAY
True North
@TNorth
The Stress Test | Ep 72
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True North
@TNorth
Jul 2
YouTube:
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True North
@TNorth
Jul 1
New Episode Today: 3PM PST/6PM EST True North Episode 72: The Stress Test Agenda: - New Policy - Leverage - Market Condition Have questions you want answered on the stream? Ask them here: tnorth.com/ask
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True North reposted
Nithu Sezni
@nithusezni
Jun 30
Capture by hodlnaut. Article One of Four - The Network. Read aloud by Soleil #bip110
REPLAY
Nithu Sezni
@nithusezni
Capture by hodlnaut. Article One of Four - The Network. Read aloud by Soleil #bip110
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True North reposted
True North Clips
@Truenorthclips
Jun 28
In November 2022 $MSTR had 30% more debt than assets. Everyone said they were going bankrupt. Today they have $6.7 billion of debt against $51 billion of capital. That is a 10% leverage ratio. Same company. Same bet. Completely different balance sheet. The bears are
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True North
@TNorth
Jun 28
Security Alert: @hilllery__dan account has been hacked. Do NOT click links, respond to messages, or send funds related to his account. We are securing it now, updates to follow. Verify anything suspicious offline.
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True North reposted
J64 - SignalStation.app
@_J64_
Jun 27
Every cycle has its favorite piece of FUD. This cycle, it’s “@Strategy is going to blow up.”or the ‘Death spiral”. @JoeConsorti walks through why that narrative falls apart when you actually understand the company’s capital structure. Facts > fear. 🎥👇
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